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Johnson Financial Group Inc (Wisconsin)’s NewMarket NEU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.2K Sell
81
-44
-35% -$28.5K ﹤0.01% 473
2025
Q4 		$86.3K Buy
+125
New +$95.4K ﹤0.01% 430
2019
Q4 		– Sell
-44
Closed -$21K – 564
2019
Q3 		$21K Hold
44
– – ﹤0.01% 404
2019
Q2 		$18K Hold
44
– – ﹤0.01% 416
2019
Q1 		$19K Hold
44
– – ﹤0.01% 390
2018
Q4 		$18K Hold
44
– – ﹤0.01% 396
2018
Q3 		$18K Hold
44
– – ﹤0.01% 410
2018
Q2 		$18K Hold
44
– – ﹤0.01% 412
2018
Q1 		$18K Sell
44
-37
-46% -$15.1K ﹤0.01% 426
2017
Q4 		$32K Buy
81
+37
+84% +$15K ﹤0.01% 397
2017
Q3 		$19K Hold
44
– – ﹤0.01% 422
2017
Q2 		$20K Sell
44
-4,272
-99% -$1.97M ﹤0.01% 435
2017
Q1 		$1.96M Buy
4,316
+56
+1% +$24.5K 0.25% 95
2016
Q4 		$1.81M Sell
4,260
-26
-0.6% -$10.7K 0.25% 92
2016
Q3 		$1.84M Buy
4,286
+37
+0.9% +$15.8K 0.25% 87
2016
Q2 		$1.76M Buy
4,249
+263
+7% +$106K 0.24% 93
2016
Q1 		$1.58M Buy
3,986
+83
+2% +$30.5K 0.32% 76
2015
Q4 		$1.49M Buy
3,903
+7
+0.2% +$2.72K 0.31% 77
2015
Q3 		$1.39M Buy
3,896
+36
+0.9% +$14.6K 0.3% 77
2015
Q2 		$1.71M Buy
3,860
+34
+0.9% +$15.6K 0.36% 64
2015
Q1 		$1.83M Sell
3,826
-133
-3% -$60K 0.39% 61
2014
Q4 		$1.6M Sell
3,959
-1,026
-21% -$396K 0.37% 67
2014
Q3 		$1.9M Sell
4,985
-3
-0.1% -$1.19K 0.5% 54
2014
Q2 		$1.96M Sell
4,988
-264
-5% -$102K 0.52% 46
2014
Q1 		$2.05M Sell
5,252
-566
-10% -$201K 0.6% 38
2013
Q4 		$1.94M Buy
5,818
+252
+5% +$79.3K 0.56% 40
2013
Q3 		$1.6M Sell
5,566
-999
-15% -$277K 0.49% 47
2013
Q2 		$1.72M Buy
+6,565
New +$1.77M 0.48% 43

Other funds holding NEU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s NEU Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its NewMarket (NEU) stake by 35% in Q1 2026, selling an estimated $28.5K and leaving 81 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Johnson Financial Group Inc (Wisconsin) first reported a position in NEU in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.05M in Q1 2014. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 81 shares of NewMarket worth $52.2K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 44 NewMarket shares in Q1 2026, an estimated $28.5K.
  • NewMarket made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #473 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in NewMarket in Q2 2013 and has held it in 28 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s NewMarket position peaked at $2.05M in Q1 2014.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.